Big Tech Moves Away from Nvidia: Chance for Samsung, SK hynix?
As global big tech companies accelerate their movement to break away from Nvidia, attention is being drawn to whether this could become another growth axis for Samsung Electronics and SK hynix. This is due to the expectation that the supply destinations for High Bandwidth Memory (HBM) could expand a
Big tech companies are moving away from Nvidia and exploring new opportunities for Samsung Electronics and SK hynix, according to recent developments. As these tech giants develop their own AI semiconductors, the demand for High Bandwidth Memory (HBM) is projected to increase significantly. Microsoft, Google, Amazon, and Meta are all accelerating the development of their own AI chips, with each making strides in memory capacity and efficiency.
Microsoft's upcoming Azure Maia AI accelerator, for example, will feature 8th-generation High Bandwidth Memory (HBM4) chips with a capacity of 288 gigabytes (GB) each. This translates to a potential 8 million extra HBM units needed, compared to the initial product's 64GB memory. Google, Amazon, and Meta have also increased their HBM capacities in their respective AI chips, indicating a growing trend of specialized, high-performance memory solutions.
Samsung Electronics and SK hynix currently hold dominant market shares in the HBM market, accounting for 39% and 48%, respectively. Both companies are actively preparing for the next-generation market, with Samsung planning to sequentially supply custom HBM samples tailored to each customer's needs starting next year. The shift towards ASICs for AI inference, combined with the potential to diversify the semiconductor supply chain, presents promising growth prospects for Samsung Electronics and SK hynix.
Written by urgent.news from BusinessKorea's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
